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Current Employers
Wells Fargo Clearing Services, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2026-03-11
  • MD RA
    APPROVED
    Since 2026-03-11

Branch Locations

8830 Stanford Blvd 3Rd Fl [M3-Rbo], Columbia, MD 21045 • United States

110 Congressional Ln, Rockville, MD 20852 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Bank, Na Gaithersburg MD 05/2023 Present
Wells Fargo Clearing Services, Llc Gaithersburg MD 11/2025 Present
Vaco Llc Walnut Creek CA 05/2021 08/2021
Macys' San Francisco CA 12/2020 05/2021
Homemaker Dallas TX 03/2016 11/2020
Eurasia Foundation Washington DC 10/2012 09/2016
George Washington University Washington DC 08/2021 05/2023
  • 05/2023 → Present
    Wells Fargo Bank, Na
    Gaithersburg, MD
  • 11/2025 → Present
    Gaithersburg, MD
  • 05/2021 → 08/2021
    Vaco Llc
    Walnut Creek, CA
  • 12/2020 → 05/2021
    Macys'
    San Francisco, CA
  • 03/2016 → 11/2020
    Homemaker
    Dallas, TX
  • 10/2012 → 09/2016
    Eurasia Foundation
    Washington, DC
  • 08/2021 → 05/2023
    George Washington University
    Washington, DC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-11
S63 Uniform Securities Agent State Law Examination 2026-02-17
  • S65 Uniform Investment Adviser Law Examination
    2026-03-11
  • S63 Uniform Securities Agent State Law Examination
    2026-02-17

View on SEC IAPD

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